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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $36,110 |
GIBSON CAPITAL, LLC3 years Filed as: GIBSON CAPITAL Service code 26 6600 BROOKTREE COURT · WEXFORD, PA 15090 | Advisory (Participants) | $30,173 |
Service code 10 340 SEVEN SPRINGS WAY, STE. 720 · BRENTWOOD, TN 37027 | Accounting | $13,875 |
ASCENSUS LLC5+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $12,946 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,871 | $46,423-57.2% | $75,886-73.8% | $67,579-70.6% |
| Participation rate | 99.3% | 63.1%+36.2pp | 69.3%+30.0pp | 71.3%+28.0pp |
| Annual return | 16.29% | 32.29%-16.0pp | 30.76%-14.5pp | 378.56%-362.3pp |
| Employer contribution / active EE | $1,294 | $1,406-8.0% | $2,500-48.3% | $2,148-39.8% |
| Participant deferral / active EE | $1,863 | $2,564-27.3% | $3,603-48.3% | $3,539-47.4% |
| Admin fee / account holder | $144 | $132+9.2% | $5,418-97.3% | $142+1.1% |